Hello premium customers! Feel free to get in touch at ez@betteroffline.com if you're ever feeling chatty. And if you're not one yet, I'm sorry that I paywalled this, but it took me so much effort and drove me a little insane. --- Back| Ed Zitron's Where's Your Ed At
Soundtrack: Queens of the Stone Age - Era Vulgaris As ever, thank you for subscribing to Where's Your Ed At Premium. Email me at ez@betteroffline.com with the subject header "Premium" sometime if you have a question. Please ask your friends to subscribe too. Based on recent reporting by| Ed Zitron's Where's Your Ed At
Hello premium customers! Feel free to get in touch at ez@betteroffline.com if you're ever feeling chatty. And if you're not one yet, please subscribe and support my independent brain madness. Also, thank you to Kasey Kagawa for helping with the maths on this. Soundtrack: Killer Be Killed -| Ed Zitron's Where's Your Ed At
Have you ever heard Sam Altman speak? I’m serious, have you ever heard this man say words from his mouth? Here is but one of the trenchant insights from Sam Altman in his agonizing 37-minute-long podcast conversation with his brother Jack Altman from last week: “I think there will| Ed Zitron's Where's Your Ed At
Hello Where’s Your Ed At Subscribers! I’ve started a premium version of this newsletter with a weekly Friday column where I go over the most meaningful news and give my views, which I guess is what you’d expect. Anyway, it’s $7 a month or $70 a| Ed Zitron's Where's Your Ed At
Fair warning: this is the longest thing I've written on this newsletter. I do apologize. Soundtrack: EL-P - $4 Vic Listen to my podcast Better Offline. We have merch. Last week, Bloomberg profiled Microsoft CEO Satya Nadella, revealing that he's either a liar or a specific kind of idiot. The| Ed Zitron's Where's Your Ed At
Before we go any further: I hate to ask you to do this, but I need your help — I'm up for this year's Webbys for the best business podcast award. I know it's a pain in the ass, but can you sign up and vote for Better Offline? I have| Ed Zitron's Where's Your Ed At
Soundtrack: EL-P (ft. Aesop Rock) - Run The Numbers In my years writing this newsletter I have come across few companies as rotten as CoreWeave — an "AI cloud provider" that sells GPU compute to AI companies looking to run or train their models. CoreWeave had intended to go public last| Ed Zitron's Where's Your Ed At
A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added| Ed Zitron's Where's Your Ed At
Soundtrack: Mack Glocky - Chasing Cars Last week, I spent a great deal of time and words framing the generative AI industry as a cynical con where OpenAI's Sam Altman and Anthropic's Dario Amodei have used a compliant media and braindead investors to frame unprofitable, unsustainable, environmentally-damaging and mediocre cloud| Ed Zitron's Where's Your Ed At
At the center of everything I’ve written for the last few months (if not the last few years), sits a cancerous problem with the fabric of how capital is deployed in modern business. Public and private investors, along with the markets themselves, have become entirely decoupled from the concept of what “good” business truly is, focusing on one metric — one| Ed Zitron's Where's Your Ed At
Soundtrack: The Hives — Hate To Say I Told You So In the last week or so, but especially over the weekend, the entire generative AI industry has been thrown into chaos. This won’t be a lengthy, technical write-up — although there will be some inevitable technical complexities, just because the| Ed Zitron's Where's Your Ed At
OpenAI, a non-profit AI company that will lose anywhere from $4 billion to $5 billion this year, will at some point in the next six or so months convert into a for-profit AI company, at which point it will continue to lose money in exactly the same way. Shortly after| Ed Zitron's Where's Your Ed At
Throughout the last year I’ve written in detail about the rot in tech — the spuriousness of charlatans looking to accumulate money and power, the desperation of the most powerful executives to maintain control and rapacious growth, and the speciousness of the latest hype cycle — but at the end of| Ed Zitron's Where's Your Ed At
If you enjoy this post, why not subscribe to my podcast Better Offline? This week's a two part deep dive into the Rot-Com Bubble. The noxious growth-at-all-costs mindset of the Rot Economy sits at the core of every issue that I've ever written about. It’s the force that drives| Ed Zitron's Where's Your Ed At
